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Unclestocknotes @Unclestocknotes · May 16

Brad Gerstner 的 Altimeter 提交 2026 Q1 13F 報告

大幅買進了以下股票：
$NVDA
$CRWV
$UBER

賣出了以下股票：
$MELI
$GOOGL
$CPNG

前五大持股（共 13 股）：
1. $NVDA 28.57%
2. $META 19.61%
3. $UBER 10.06%
4. $TSM 8.10%
5. $MSFT 7.69%

- 買入最多的股票：
$ARM
$NVDA
$UBER
$CRWV
$AXON

- 賣出最多的股票：
$CPNG
$CFLT
$GOOGL
$Z
$MELI

- 新增最多的持股：
$ARM
$AXON

$ARM $AXON $CFLT $CPNG $CRWV $GOOGL $MELI $META $MSFT $NVDA $TSM $UBER $Z

TacticzHazel @TacticzH · Mar 12

''Smaller'' account's that I think are Hidden Gems 💎

@DD17_Capital (Deep dives)
@jimmyinvest (Generalist)
@varunv_malhotra ( $CSU expert)
@ManuInvests (generalist and $UBER expert)
@ResearchPulse1 (GLP-1s + $NVO)
@MarkosAAIG (tech + AI)
@KairosPraxis (Focusses on niche markets)
@SoJustFollowMe (Hedge fund level insights)
@SimeonResearch_ (Small-caps mostly)
@weary_centurion (Share analyses)
@RichardWedekin1 (Generalist)
@investseekers ( $NVO mostly)
@DrewCohenMoney (Generalist)

Sure I forgot a whole bunch here.

Which ones would you add?

Jebaim: Which twitter accounts are hidden gems 💎?

Which ones can you recommend?
- Under 10k followers
- Actively replying
- Providing quality content/updates
- Not spamming charts
- Not chasing hottest stocks on a daily basis

Probably a very low number, but those are usually worth

$CSU $NVO $UBER

Balder @Balder13946731 · Feb 26

虽然有人在挖苦说 $TSLA 要把 $UBER 灭亡，员工应该很焦虑痛苦吧。但事实是
从2021年12月到2025年12月这4年间

$TSLA 从 $400涨到了$420上涨约5%

$UBER 从 $36涨到了$92 上涨约155%

所以谁应该焦虑？

虽然Uber工作轻松股票天天涨，Tesla 工作强度拉满天天加班，但是有Musk吃不完的大饼以及全体员工薪酬加起来都填不满的Musk的大包。

打工人何必难为打工人，打工打出优越感很多时候是幻觉。

$TSLA $UBER

Balder @Balder13946731 · Feb 19

现在的市场
就像在往满水的杯子里放硬币

巨大的不确定性遏制了主力的买盘，
但是在不确定性下不跌恰恰说明潜在的方向是向上的，
所以我们关注一下今天不跌的股票 $GOOG $AMZN $TSLA $UBER 是没毛的。

一旦关键的事情，要么是Trump的信号，要么是什么特别的事情发生了，买盘立马就会涌入。

$AMZN $GOOG $TSLA $UBER

RonnieV @TheRonnieVShow · Feb 18

They loved it then but hate it now…

$SOFI at $32 not $20
$IREN at $76 not $42
$CIFR at $25 not $15
$ZETA at $24 not $15
$FLNC at $33 not $17
$PATH at $19 not $11
$RKLB at $99 not $74
$ONDS at $15 not $11
$TEM at $104 not $55
$OSCR at $23 not $13
$NFLX at $134 not $77
$UBER at $102 not $72
$ASTS at $129 not $84
$UBER at $102 not $72
$NBIS at $141 not $100
$HOOD at $153 not $75
$PLTR at $207 not $135
$LMND at $100 not $65
$MSFT at $555 not $399
$META at $796 not $638
$AMZN at $258 not $204
$CRWD at $566 not $415
$SNOW at $280 not $176

$AMZN $ASTS $CIFR $CRWD $FLNC $HOOD $IREN $LMND $META $MSFT $NBIS $NFLX $ONDS $OSCR $PATH $PLTR $RKLB $SNOW $SOFI $TEM $UBER $ZETA

Balder @Balder13946731 · Feb 18

$UBER 可能可以抄底了🤤

unusual_whales: Uber, $UBER, to spend $100 million to build fast-charging, autonomous-vehicle charging stations in the US, per CNBC

$UBER

RonnieV @TheRonnieVShow · Feb 16

🚨 30+ Charts Dropped for Subs This Weekend! 🚨

Here are the tickers that were analyzed:
$ONDS $IREN $UAMY $MOS $CEG $NVO $EOSE $CIFR $TE $TTD $XYZ $IWM $NOW $ASTS $SMR $INMD $OKLO $UBER $BABA $QQQ $AMZN $TAC $NBIS $ZETA $PLTR $ROKU $SPOT $TSLA $COIN $SOFI $HOOD $MBLY $NAK $PANW $FSLY

Some nice A+ setups heading into this week as well...

$AMZN $ASTS $BABA $CEG $CIFR $COIN $EOSE $FSLY $HOOD $INMD $IREN $IWM $MBLY $MOS $NAK $NBIS $NOW $NVO $OKLO $ONDS $PANW $PLTR $QQQ $ROKU $SMR $SOFI $SPOT $TAC $TE $TSLA $TTD $UAMY $UBER $XYZ $ZETA

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

Balder @Balder13946731 · Feb 2

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

Earnings Whispers: #earnings for the week of February 2, 2026

https://www.earningswhispers.com/calendar

$PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

$AMD $AMGN $AMZN $APTV $ARM $BE $BMY $BSX $CMG $COHR $COP $DIS $ELF $ENPH $ETN $GLXY $GOOG $GOOGL $IDXX $IREN $LITE $LLY $MRK $MSTR $NVO $NXPI $ORLY $PEP $PFE $PLTR $PYPL $QCOM $RBLX $RDDT $SMCI $SNAP $SYM $TER $UBER

Wasteland Capital @ecommerceshares · Jan 29

The large caps now at +211%, up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total), and $BABA (+19% YTD), while $GOOG is #2 Mag 7 YTD.

This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha.

Wasteland Capital: $MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs.

$LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative).

Average return now +139%.

Compounding is beautiful.

$AEO $BABA $DASH $GOOG $LYFT $MU $UBER

Patient Investor @patientinvestor · Jan 23

The best risk/reward setups in this market today:

United health $UNH @ $355

Adobe $ADBE @ $302

Meta $META @ $662

Fico $FICO @ $1540

Uber $UBER @ $82.90

Hims $HIMS @ $30

Constellation Software $CSU @ $2782

Constellation Energy $CEG @ $289

$ADBE $CEG $CSU $FICO $HIMS $META $UBER $UNH

Patient Investor @patientinvestor · Jan 23

RT Patient Investor
The best risk/reward setups in this market today:

United health $UNH @ $355

Adobe $ADBE @ $302

Meta $META @ $662

Fico $FICO @ $1540

Uber $UBER @ $82.90

Hims $HIMS @ $30

Constellation Software $CSU @ $2782

Constellation Energy $CEG @ $289

$ADBE $CEG $CSU $FICO $HIMS $META $UBER $UNH

RonnieV @TheRonnieVShow · Jan 21

Best Hedges against my wife…

1. $AMZN
2. $ULTA
3. $SBUX
4. $ELF
5. $UBER

$AMZN $ELF $SBUX $UBER $ULTA

Wasteland Capital @ecommerceshares · Jan 6

$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs.

$LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative).

Average return now +139%.

Compounding is beautiful.

Wasteland Capital: Apart from my earnings reviews, I’ve only tweeted five new cases on here over the last year.

They ended up the #1 Mag7 YTD $GOOG, the #1 Semi YTD $MU & #1 China LargeCap YTD $BABA. Plus 2 🚀 smallcaps, $AEO & $LYFT

Average return +111% currently.

Less is more, as they say.

$AEO $BABA $DASH $GOOG $LYFT $MU $UBER